The Long Investor
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US 10 YR
🕑 Added 2025-03-20 16:34:14 +0000 UTCStill at an important junction now as the market digests the FEDs decision yesterday to pause rate cuts.
A pause I believe was the right decision, the FED needs more of a trend to confirm that the economy is slowing down to contain inflation and with Trump continuing his tariff policies this will put pressure on the supply of goods which directly affect inflation.
So a pause until the April deadline was the right decision in my opinion.
It is possible that the market moves sideways until the 2nd of April but I believe Trump will want to end trade negotiations as quickly as possible, so this could be sorted in the next 2 weeks, if it can then the market can move higher
However, if Trump gets more aggressive in order to push their hand, this could cause more concern for the market and it will react negatively as we have seen over the last 2 months.
